Exporting Costs from the Orders Module
The following article explains how to export cost data for specific orders in Mothernode.
Before running the export, users should select one or more orders from the Orders Module. You can use the Advanced Search options to filter the order list and display only the orders you want to include in the export.
For more information about creating advanced searches, see this related article: CLICK HERE
Understanding Mothernode Cost Buckets
Mothernode uses 5 cost buckets to organize and assign costs to orders:
| Cost Bucket | Description |
|---|---|
| Materials | Costs related to materials used to produce or complete the order. |
| Labor | Internal labor costs associated with production or other work performed on the order. |
| Installation | Labor or service costs related to installing the completed work. |
| Purchase Orders | Costs from vendor purchase orders associated with the order. |
| Other Expenses | Additional costs that do not fall under materials, labor, installation, or purchase orders. |
These cost buckets help separate different types of costs so users can better review order profitability and understand where costs are being applied.
Exporting Order Costs
To export costs for selected orders:
- Go to the Orders Module.
- Use Advanced Search to apply the filters for the orders you want to include.
- Select one or more orders from the order list.
- Click the Export Costs command at the top right of the report.
Once submitted, Mothernode will generate your COST XLS file and email it to you when the export is complete.
What is Included in the COST XLS File
The COST XLS file contains the following data:
| Field | Definition |
|---|---|
| Order Number | The unique Mothernode order number assigned to the order. |
| Order Date | The date the order was created. |
| Order Status | The current status of the order at the time the report was generated. |
| Customer Name | The customer associated with the order. |
| Reference | The order reference entered on the order, when applicable. |
| Order SubTotal | The order subtotal before taxes, fees, or other final adjustments. |
| Order Total | The full order total, including applicable taxes, fees, or adjustments. |
| Quote Ref. | The quote number associated with the original quote, when applicable. |
| Quote SubTotal | The subtotal from the original quote associated with the order. |
| Quote Total | The full total from the original quote associated with the order. |
| Order Type | The order type assigned to the order, when applicable. |
| Market Segment | The market segment assigned to the customer, quote, or order. |
| Made Here | The portion of the order total associated with work produced internally. |
| Made Out | The portion of the order total associated with outsourced work or services. |
| Materials | Costs assigned to the Materials cost bucket, including materials used to produce or complete the order. |
| Production Labor | Costs assigned to the Labor cost bucket, including internal production labor recorded against the order. |
| PO Total | Costs assigned to the Purchase Orders cost bucket, including vendor purchase order costs associated with the order. |
| Install Labor | Costs assigned to the Installation cost bucket, including installation labor or service costs recorded against the order. |
| Expenses | Costs assigned to the Other Expenses cost bucket, including additional costs that do not fall under materials, labor, installation, or purchase orders. |
| Cost Total | The total recorded cost for the order, including materials, production labor, purchase orders, installation labor, and other expenses. |
